McNaughton Wealth Management
ARTY icon

McNaughton Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

McNaughton Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.95M Sell
101,463
-1,086
-1% -$79K 2.78% 7
2026
Q2 		$7.81M Sell
102,549
-28,619
-22% -$1.9M 2.77% 7
2026
Q1 		$6.1M Buy
131,168
+3,202
+3% +$161K 2.52% 10
2025
Q4 		$6.17M Buy
127,966
+14,838
+13% +$715K 2.54% 11
2025
Q3 		$5.18M Buy
+113,128
New +$4.86M 2.18% 13

Other funds holding ARTY

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BostonPremier Wealth
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

McNaughton Wealth Management's ARTY Position: Q3 2026 in Review

McNaughton Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 1.1% in Q3 2026, selling an estimated $79K and leaving 101,463 shares worth $7.95M. The position accounts for 2.78% of the portfolio, ranked #7.

McNaughton Wealth Management first reported a position in ARTY in Q3 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold ARTY as of Q3 2026.

  • McNaughton Wealth Management held 101,463 shares of iShares Future AI & Tech ETF worth $7.95M as of Q3 2026.
  • McNaughton Wealth Management sold 1,086 iShares Future AI & Tech ETF shares in Q3 2026, an estimated $79K.
  • iShares Future AI & Tech ETF made up 2.78% of McNaughton Wealth Management's portfolio in Q3 2026, its #7 holding.
  • McNaughton Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.